SVP and General Counsel– Retirement Business, Benefits and Compensation

Julia graduated with her B.A. from Barnard College, Columbia University and J.D. from the George Washington School of Law.

Julia has over 15 years of experience in the financial industry with a focus on fiduciary services with both institutional and retail businesses. Her legal expertise extends to employee benefits and executive compensation within the human resources function. She leads the legal team with respect to these areas of expertise at Raymond James.

In addition to her daily responsibilities at Raymond James, was the recent co-lead for the National Women’s Inclusion Network for Raymond James. She mentors associates across the firm both through formal mentorship programs and informally.  Julia is on the Board of Trustees for the Museum of Fine Arts, St. Petersburg, FL where she serves on the Finance Committee, the Governance Committee, and most recently on the Development Committee.

For the FSDA, Julia has served as co-lead for the Teen Literacy Committee and actively engaged in Elder Fraud Committee, as well as served as a facilitator for the Industry Outreach Conference.  

In addition to her professional and community involvement, Julia is very close with her family. She has 3 siblings, two of which live in SC and one in New York City. She is the proud mom of two (Lauren, age 13, who is actively involved in volleyball and Ben, who enjoy anything adventurous, soon to be 9), and a dog mom.